BWA
LBTYK icon

BDO Wealth Advisors’s Liberty Global Class C LBTYK Stock Holding History

BDO Wealth Advisors’s Portfolio LBTYK Stock Details LBTYK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-626
Closed -$15K – 1219
2020
Q4 		$15K Hold
626
– – ﹤0.01% 502
2020
Q3 		$13K Hold
626
– – ﹤0.01% 470
2020
Q2 		$13K Sell
626
-196
-24% -$3.92K ﹤0.01% 471
2020
Q1 		$13K Buy
+822
New +$15.4K ﹤0.01% 515
2017
Q3 		– Sell
-234
Closed -$7K – 501
2017
Q2 		$7K Buy
+234
New +$7.3K ﹤0.01% 407

Other funds holding LBTYK

BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
LCG
Luxor Capital Group New York $2.52B AUM 29.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NCMU
NAYA Capital Management (UK) London, United Kingdom $2.08B AUM 63.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
HIP
Hengistbury Investment Partners London, United Kingdom $311M AUM 13.61% 1-Year Est. Return

BDO Wealth Advisors's LBTYK Position: Q1 2021 in Review

BDO Wealth Advisors sold out of Liberty Global Class C (LBTYK) in Q1 2021, closing a stake of 626 shares — an estimated $15K sold.

BDO Wealth Advisors first reported a position in LBTYK in Q2 2017 and held it in 5 quarters. The position peaked at $15K in Q4 2020. 337 funds tracked by Wall St. Rank hold LBTYK as of Q1 2021.

  • BDO Wealth Advisors reported no remaining Liberty Global Class C position as of Q1 2021 after selling out during the quarter.
  • BDO Wealth Advisors sold 626 Liberty Global Class C shares in Q1 2021, an estimated $15K.
  • BDO Wealth Advisors first reported a position in Liberty Global Class C in Q2 2017 and held it in 5 quarters.
  • BDO Wealth Advisors's Liberty Global Class C position peaked at $15K in Q4 2020.
  • 337 funds tracked by Wall St. Rank held Liberty Global Class C as of Q1 2021.

Based on BDO Wealth Advisors's 13F filing for Q1 2021, filed 14 May 2021.